PrimeBase is unclaimed —

PrimeBase

All-in-One Business Platform with Client Portal·primebase.io

PrimeBase is an all-in-one business platform combining CRM, invoicing, project management, accounting, inventory, and a client portal, built for small businesses with 10-50 employees running 4-6 disconnected tools. It gives internal teams a single workspace across eleven connected modules and gives each customer and vendor their own portal login to view invoices, sign documents, and track projects. It also includes iOS and Android mobile apps for managing deals, invoices, and portal requests on the go.

What it's for

Manage customers, leads, and deal pipelines with a kanban CRMGive customers and vendors a self-serve portal to view invoices, documents, and project statusAutomatically draft a project and contract when a CRM deal is wonRun double-entry accounting with P&L, balance sheet, and AR/AP agingTrack inventory across multiple warehouses with GRNs, GDNs, and batch/serial trackingSend and track eSignature documents and proposalsCreate quotes and estimates and convert them to invoicesAutomate multi-step business workflowsManage vendor bills, suppliers, and compliance via a vendor portalSchedule appointments synced with calendar and CRMCapture leads via public-facing smart forms feeding directly into the CRM

Features 20

Appointment scheduling synced to calendar and CRM
Client portal with per-user permissions
CRM with pipelines and kanban deal tracking
Custom roles and granular role-based access control
Double-entry accounting with P&L, balance sheet, AR/AP aging
eSignature and document tracking
Estimates and quoting that convert to invoices
Geolocation coordinates and interactive map/polygon search
Inventory management with GRNs, GDNs, batch and serial tracking across multiple warehouses
Multi-currency accounting
OCR document capture
Passwordless email OTP login
Per-record audit trail (created-by/updated-by tracking)
Project management from signed contract to delivery
Self-serve CSV export of customers and inventory batches
Smart Apps (custom objects)
Smart Forms for public lead capture into CRM
Vendor portal for suppliers and bills
Webhooks and API access
Workflow automation

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forsmall businesses with 10-50 employees, service businesses (agencies, consultants, professional services), product businesses (wholesale, distribution, field services), startups and growing teams

CompanyVividSphere LLP

Integrations

QuickBooksHubSpotPipedriveAsanaClickUp

Complianceself-reported

SOC 2 Type II (in progress)

Pricing

Every paid plan includes unlimited free portal users for clients and vendors. A 14-day free trial of the Business plan is offered with no credit card required, plus a 30-day money-back guarantee. The pricing page shows figures labeled 'billed annually' that match the home page's plain monthly prices rather than its stated annual-equivalent prices, creating an unresolved discrepancy for Starter, Growth, and Business plans.

Starter$29/mo

Home page lists 1,500 customers for Starter; the pricing page lists 2,500 customers for the same plan.

1 user (hard cap, no extras); 2,500 customers · 500 vendors; 75 accounting docs/month; 50 SKUs · 1 warehouse; 3 smart forms · 100 submissions/mo; 10 eSignatures/mo · 3 active workflows

Growth$79/mo

Extra seats +$19/month.

3 users included · +$19/extra seat; unlimited customers, vendors & docs; 500 SKUs · 2 warehouses; 75 OCR pages/mo; unlimited forms · 5,000 submissions/mo

Business$179/mo

Extra seats +$29/month. Custom domain on portal listed as coming soon.

10 users included · +$29/extra seat; 10,000 SKUs · 3 warehouses; 25 Smart App objects; 150 OCR pages/mo · 1,000 eSignatures/mo; 15,000 workflow runs/mo

Scale$349/mo

The pricing page labels this figure '$349/mo, billed annually' while the home page lists the same figure simply as '$349/mo'; no separate annual-equivalent figure is given. Unlimited Seats add-on available for +$199/month.

25 users included · +$39/extra seat; unlimited SKUs & warehouses; unlimited Smart App objects; 2,500 OCR pages/mo; 5,000 smart documents/mo; 250,000 workflow runs/mo

EnterpriseQuote

Quote-only; contact sales.

For 75+ users, regulated industries, or custom needs.

Save 20% when billed annually.